Issue 033, 31 Oct 2021
Editors Note :
Here is the Part 2 of our “The Eight” post. In the previous issue we had provided a summary of all the screeners we had published in acceler8 newsletter. In this issue we re-run the screeners to provide you with the list of stocks that qualify for each of these screens.
I believe this will be useful in providing you with a crisp and curated watchlist of quality stocks which can be taken up for further analysis. Trust you will find this useful.
Section A – illumin8
The Eight – Part 2
Here is a list of eight screens we referred in our earlier issue dated 17 Oct 2021.
Quality (GMO) Screen
Backtested results as on Feb 2021
Returns – 18.59% CAGR over 14 years 9 months (Yearly rebalancing – NIFTY 50)
Stocks that qualify as on 29 Oct 2021
Walter Schloss Value screen
Backtested results as on Mar 2021
Returns – 16.76 % CAGR over 8 years (Quarterly rebalancing – NIFTY 500)
Stocks that qualify as on 29 Oct 2021
Luke Wiley Screen
Backtested results as on Apr 2021
Returns – 16.29 % CAGR over 15 years (Yearly rebalancing – NIFTY 500)
Stocks that qualify as on 29 Oct 2021
Piotroski F Screen
Backtested results as on Jun 2021
Returns – 40.56 % CAGR over 12 years (Monthly rebalancing – NIFTY 500)
Stocks that qualify as on 29 Oct 2021
Jim Slater Zulu Screen
Backtested results as on Jun 2021
Returns – 25.15 % CAGR over 8 years (Monthly rebalancing – NIFTY 50)
Stocks that qualify as on 29 Oct 2021
Richard Driehaus Screen
Backtested results as on Aug 2021
Returns – 25.48 % CAGR over 8 years (Monthly rebalancing – NIFTY 500)
Stocks that qualify as on 29 Oct 2021
Geraldine Weiss Dividend Screen
Stocks that qualify as on 29 Oct 2021
Momentum Buddha
* This screen corresponds to Momentum Buddha watchlist portfolio we share on Stock and Ladder Telegram Channel.
Hope you find the screeners useful.
Section B – acceler8
Nifty50 Last Week
acceler8 Portfolio NAV
#acceler8 continues its strong performance and the portfolio has 34.9 % outperformance against NIFTY 50.
Current position
We are 77% in cash reflecting the high valuations.
PS : This Thursday (Nov 4), we will be ushering in Samvat 2078. The Muhurat trading is 6:15 pm to 7:15 pm. We propose to do a trade during the Muhurat trading on Nov 4, 2021 (6:15 pm to 7: 15 pm).
Wishing all our readers a very prosperous Samvat 2078.
Until next week, take care and stay safe.
Happy Investing.